Sotherly Hotels Stock Buy Hold or Sell Recommendation
| SOHO Stock | USD 0.99 0.02 1.98% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Sotherly Hotels is 'Strong Sell'. The recommendation algorithm takes into account all of Sotherly Hotels' available fundamental, technical, and predictive indicators you will find on this site.
Check out Sotherly Hotels Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Sotherly Stock, please use our How to Invest in Sotherly Hotels guide. In addition, we conduct extensive research on individual companies such as Sotherly and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Sotherly Hotels. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
Sotherly |
Execute Sotherly Hotels Buy or Sell Advice
The Sotherly recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sotherly Hotels. Macroaxis does not own or have any residual interests in Sotherly Hotels or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sotherly Hotels' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Dangerous | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Sotherly Hotels Trading Alerts and Improvement Suggestions
| Sotherly Hotels generated a negative expected return over the last 90 days | |
| Sotherly Hotels has some characteristics of a very speculative penny stock | |
| Sotherly Hotels has high historical volatility and very poor performance | |
| Sotherly Hotels currently holds 317.53 M in liabilities with Debt to Equity (D/E) ratio of 7.56, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Sotherly Hotels has a current ratio of 0.76, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Sotherly Hotels' use of debt, we should always consider it together with its cash and equity. | |
| Sotherly Hotels has a strong financial position based on the latest SEC filings | |
| About 14.0% of Sotherly Hotels outstanding shares are owned by corporate insiders | |
| Latest headline from nypost.com: Telfar, famous for the Bushwick Birkin, holding open mic and wild surprises at opening of new NYC store Its going to be a show |
Sotherly Hotels Returns Distribution Density
The distribution of Sotherly Hotels' historical returns is an attempt to chart the uncertainty of Sotherly Hotels' future price movements. The chart of the probability distribution of Sotherly Hotels daily returns describes the distribution of returns around its average expected value. We use Sotherly Hotels price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sotherly Hotels returns is essential to provide solid investment advice for Sotherly Hotels.
| Mean Return | -0.17 | Value At Risk | -7.91 | Potential Upside | 9.38 | Standard Deviation | 4.89 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sotherly Hotels historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sotherly Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Sotherly Hotels, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading Sotherly Hotels back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 69.4 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 46.8 K | Stony Point Wealth Management Inc. | 2024-09-30 | 31.7 K | Northern Trust Corp | 2024-09-30 | 29.3 K | Cambridge Invest Research Advisors, Inc. | 2024-09-30 | 25.7 K | Citadel Advisors Llc | 2024-09-30 | 24.4 K | State Street Corp | 2024-06-30 | 17.9 K | Raymond James & Associates | 2024-09-30 | 16.6 K | Blackrock Inc | 2024-06-30 | 6.7 K | Gator Capital Management, Llc | 2024-09-30 | 954.8 K | Vanguard Group Inc | 2024-09-30 | 688 K |
Sotherly Hotels Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Dividends Paid | 15.0M | 4.2M | 0.0 | 2.0M | 10.0M | 10.5M | |
| Capital Expenditures | 12.7M | 4.0M | 3.2M | 8.0M | 8.2M | 12.6M | |
| End Period Cash Flow | 28.0M | 35.3M | 25.6M | 27.3M | 26.2M | 15.3M | |
| Change In Cash | (9.9M) | 7.3M | (9.7M) | 1.8M | (1.1M) | (1.1M) | |
| Free Cash Flow | 22.5M | (11.3M) | (854.3K) | (1.3M) | 21.4M | 22.5M | |
| Depreciation | 21.6M | 19.9M | 19.9M | 18.7M | 18.8M | 12.8M | |
| Other Non Cash Items | 764.8K | 548.0K | 1.0M | (31.6M) | (340.0K) | (323.0K) | |
| Net Income | 1.2M | (53.7M) | (28.5M) | 34.0M | 3.8M | 4.0M | |
| Change To Inventory | (162.6K) | (2.2K) | (1.6M) | 13.0B | 14.9B | 15.7B | |
| Investments | (18.7M) | (3.8M) | (2.4M) | 46.7M | (7.3M) | (7.6M) | |
| Change Receivables | (754.5K) | 2.1M | 2.7M | (1.4M) | (1.7M) | (1.6M) | |
| Net Borrowings | (31.6M) | 28.1M | (9.6M) | (20.5M) | (18.4M) | (17.5M) | |
| Change To Netincome | 2.4M | (2.8M) | 8.3M | (26.0M) | (23.4M) | (22.3M) |
Sotherly Hotels Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sotherly Hotels or Diversified REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sotherly Hotels' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sotherly stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.29 | |
β | Beta against Dow Jones | 0.91 | |
σ | Overall volatility | 4.96 | |
Ir | Information ratio | -0.06 |
Sotherly Hotels Volatility Alert
Sotherly Hotels exhibits very low volatility with skewness of 1.21 and kurtosis of 4.83. Sotherly Hotels is a potential penny stock. Although Sotherly Hotels may be in fact a good instrument to invest, many penny stocks are speculative in nature and are subject to artificial price hype. Please make sure you totally understand the upside potential and downside risk of investing in Sotherly Hotels. We encourage investors to look for signals such as email spams, message board hypes, claims of breakthroughs, volume upswings, sudden news releases, promotions that are not reported, or demotions released before SEC filings. Please also check biographies and work history of current and past company officers before investing in high volatility instruments, penny stocks, or equities with microcap classification. You can indeed make money on Sotherly instrument if you perfectly time your entry and exit. However, remember that penny stocks that have been the subject of artificial hype usually unable to maintain their increased share price for more than just a few days. The price of a promoted high volatility instrument will almost always revert back. The only way to increase shareholder value is through legitimate performance backed up by solid fundamentals.Sotherly Hotels Fundamentals Vs Peers
Comparing Sotherly Hotels' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sotherly Hotels' direct or indirect competition across all of the common fundamentals between Sotherly Hotels and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sotherly Hotels or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sotherly Hotels' fundamental indicators could also be used in its relative valuation, which is a method of valuing Sotherly Hotels by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sotherly Hotels to competition |
| Fundamentals | Sotherly Hotels | Peer Average |
| Return On Equity | 0.0322 | -0.31 |
| Return On Asset | 0.0313 | -0.14 |
| Profit Margin | 0.01 % | (1.27) % |
| Operating Margin | 0.04 % | (5.51) % |
| Current Valuation | 347.78 M | 16.62 B |
| Shares Outstanding | 19.85 M | 571.82 M |
| Shares Owned By Insiders | 14.27 % | 10.09 % |
| Shares Owned By Institutions | 29.38 % | 39.21 % |
| Number Of Shares Shorted | 85.51 K | 4.71 M |
| Price To Earning | (236.80) X | 28.72 X |
| Price To Book | 0.44 X | 9.51 X |
| Price To Sales | 0.23 X | 11.42 X |
| Revenue | 173.84 M | 9.43 B |
| Gross Profit | 46.46 M | 27.38 B |
| EBITDA | 37.48 M | 3.9 B |
| Net Income | 3.81 M | 570.98 M |
| Cash And Equivalents | 23.97 M | 2.7 B |
| Cash Per Share | 1.33 X | 5.01 X |
| Total Debt | 317.53 M | 5.32 B |
| Debt To Equity | 7.56 % | 48.70 % |
| Current Ratio | 0.78 X | 2.16 X |
| Book Value Per Share | 2.31 X | 1.93 K |
| Cash Flow From Operations | 21.4 M | 971.22 M |
| Short Ratio | 0.70 X | 4.00 X |
| Earnings Per Share | (0.33) X | 3.12 X |
| Target Price | 1.5 | |
| Number Of Employees | 9 | 18.84 K |
| Beta | 1.69 | -0.15 |
| Market Capitalization | 38.89 M | 19.03 B |
| Total Asset | 393.44 M | 29.47 B |
| Retained Earnings | (125.02 M) | 9.33 B |
| Working Capital | 13.12 M | 1.48 B |
| Five Year Return | 7.88 % |
Note: Disposition of 5692 shares by Andrew Sims of Sotherly Hotels at 6.755 subject to Rule 16b-3 [view details]
Sotherly Hotels Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sotherly . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Sotherly Hotels Buy or Sell Advice
When is the right time to buy or sell Sotherly Hotels? Buying financial instruments such as Sotherly Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Sotherly Hotels in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Cancer Fighters Thematic Idea Now
Cancer Fighters
Biotech and medical diagnostic companies that work on researching drugs or manufacturing of medical and therapeutics equipment that is directly related to the research, treatment, and detection of cancer or cancer related diseases. The Cancer Fighters theme has 60 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cancer Fighters Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Sotherly Hotels Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Sotherly Stock, please use our How to Invest in Sotherly Hotels guide.You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Is Hotel & Resort REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sotherly Hotels. If investors know Sotherly will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sotherly Hotels listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.19) | Earnings Share (0.33) | Revenue Per Share 9.299 | Quarterly Revenue Growth 0.039 | Return On Assets 0.0313 |
The market value of Sotherly Hotels is measured differently than its book value, which is the value of Sotherly that is recorded on the company's balance sheet. Investors also form their own opinion of Sotherly Hotels' value that differs from its market value or its book value, called intrinsic value, which is Sotherly Hotels' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sotherly Hotels' market value can be influenced by many factors that don't directly affect Sotherly Hotels' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sotherly Hotels' value and its price as these two are different measures arrived at by different means. Investors typically determine if Sotherly Hotels is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sotherly Hotels' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.